|
1
|
Wells Fargo
San Francisco,
California
|
$146M
|
+$5.6M
|
+186,510
|
+4%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$45.4M
|
-$293K
|
-9,754
|
-0.6%
|
|
|
3
|
VOYA Investment Management
Atlanta,
Georgia
|
$13.7M
|
+$634K
|
+21,106
|
+5%
|
|
|
4
|
AllianceBernstein
Nashville,
Tennessee
|
$10.4M
|
-$2.55M
|
-84,971
|
-20%
|
|
|
5
|
|
$8.93M
|
-$618K
|
-20,554
|
-6%
|
|
|
6
|
Sentinel Trust
Houston,
Texas
|
$8.06M
|
+$7.96K
|
+265
|
+0.1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$7.55M
|
+$271K
|
+9,028
|
+4%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$7.04M
|
+$48.3K
|
+1,607
|
+0.7%
|
|
|
9
|
Emery Howard Portfolio Management
Burlingame,
California
|
$6.77M
|
+$26.2K
|
+871
|
+0.4%
|
|
|
10
|
|
$5.22M
|
-$30
|
-1
|
-0%
|
|
|
11
|
|
$5.19M
|
+$43K
|
+1,430
|
+0.8%
|
|
|
12
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$5.13M
|
+$809K
|
+26,922
|
+18%
|
|
|
13
|
Independence Wealth Advisors
Mclean,
Virginia
|
$4.38M
|
+$740K
|
+24,615
|
+20%
|
|
|
14
|
|
$4.31M
|
-$143K
|
-4,748
|
-3%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.96M
|
+$3.11M
|
+103,550
|
+350%
|
|
|
16
|
EP Wealth Advisors
Torrance,
California
|
$3.69M
|
+$3.73M
|
+124,070
|
New
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.6M
|
+$4.93K
|
+164
|
+0.1%
|
|
|
18
|
Courier Capital
Buffalo,
New York
|
$3.51M
|
-$33.7K
|
-1,120
|
-0.9%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$3.45M
|
+$2.19M
|
+72,844
|
+169%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$3.44M
|
+$3.48M
|
+115,814
|
New
|
|
|
21
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$3.42M
|
+$41.4K
|
+1,378
|
+1%
|
|
|
22
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$3.36M
|
+$180K
|
+6,000
|
+6%
|
|
|
23
|
Aspiriant LLC
Los Angeles,
California
|
$2.98M
|
+$1.77M
|
+58,993
|
+143%
|
|
|
24
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$2.5M
|
-$2.98K
|
-99
|
-0.1%
|
|
|
25
|
Chandler Asset Management
San Diego,
California
|
$2.49M
|
+$204K
|
+6,785
|
+9%
|
|
